Raymond James Financial Services Advisors, Inc.

ST. PETERSBURG, FL · CIK 1462284 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2008 · corporation

Assets managed$390.0bn
Staff9,675 · 6,024 in investment roles
Main clients (by assets)High net worth individuals 59%, Individuals 30%, Pension plans 7%
Main officeSaint Petersburg, FL
Websiteraymondjames.com
Form ADV · 2026-09-21SEC adviser record

Legal entityRAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. (US)

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
NUVEEN S&P 500 DYNAMIC OVERW XSSPX · 13G · filed 2026-04-07	XSSPX	8.2%≈ $26.0m	new	13G	2026-04-07